H&R Block shares owned by WBI Investments
Historical chart of WBI Investments investment in H&R Block
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All positions including H&R Block held by WBI Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 12k | 50.57 |
| 2025-06-30 | $1.0M | 19k | 54.89 |
| 2024-09-30 | $403k | 6.3k | 63.55 |
| 2023-09-30 | $3.6M | 83k | 43.06 |
| 2022-06-30 | $2.5M | 70k | 35.30 |
| 2021-12-31 | $827k | 35k | 23.55 |
| 2021-09-30 | $1.1M | 45k | 24.98 |
| 2021-03-31 | $1.5M | 69k | 21.79 |
| 2020-12-31 | $851k | 54k | 15.86 |
| 2020-06-30 | $1.0M | 70k | 14.28 |
| 2020-03-31 | $1.1M | 76k | 14.08 |
| 2019-12-31 | $1.3M | 55k | 23.47 |
| 2019-09-30 | $992k | 42k | 23.61 |
| 2019-06-30 | $3.4M | 117k | 29.30 |
| 2019-03-31 | $1.4M | 58k | 23.94 |
| 2018-12-31 | $2.0M | 79k | 25.37 |
| 2018-09-30 | $4.0M | 155k | 25.75 |
| 2018-06-30 | $590k | 26k | 22.79 |
| 2018-03-31 | $1.2M | 48k | 25.42 |
| 2017-12-31 | $887k | 34k | 26.21 |
| 2017-09-30 | $367k | 14k | 26.47 |
| 2017-06-30 | $25M | 822k | 30.91 |
| 2017-03-31 | $20M | 842k | 23.25 |
| 2016-12-31 | $29M | 1.3M | 22.99 |
| 2016-09-30 | $29M | 1.2M | 23.15 |
| 2015-06-30 | $15M | 487k | 29.65 |
| 2015-03-31 | $7.0M | 217k | 32.07 |